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As technology rapidly evolves and permeates every aspect of our personal lives, client expectations are changing and their interactions with brands and service professionals, including financial services, are expected to be highly socialized, digital and mobile. Forward-thinking professionals including financial advisors, RIAs, brokers and insurance agents are strengthening relationships with clients and reaching out to new ones through digital and social technologies — forcing firms to figure out the best ways to evolve and integrate new technology and communication strategies while dealing with compliance and organizational challenges.[push h=15]

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The Future of Financial Marketing, Sales, and Services Roundtable Luncheon is an exclusive, invitation-only interactive event for senior marketing, sales, compliance and technology leaders with the objectives of learning, sharing experiences and networking. The luncheon will feature a panel discussion followed by moderated roundtable discussions.[push h=10]

We will answer the following questions:[push h=5]

• What are the best case studies of financial institutions using social, digital and mobile technologies to grow their business?
• How are leading firms supporting social, digital and mobile from compliance, technology and organizational perspectives?
• What are examples of how financial institutions are integrating social and mobile into an overall digital strategy?
• What are the best practices for supporting financial advisors, brokers and insurance agents specific use of LinkedIn, Facebook and Twitter?
• How are leading firms training their sales and marketing teams to maximize the benefits while mitigating the risks associated with social, digital and mobile?

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Attendees will benefit from rich, focused content as well as the rare networking opportunity created between the roundtable members.[push h=10]The roundtable will be very interactive by design and is limited to 40 participants.[push h=10]While there is no cost to participate, we require roundtable members to show up if registered and actively contribute to the conversation.

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RSVP
If you have received an invitation and would like to RSVP, or if you would like additional information and to be considered for participation, please email Steve Etzler at steven.etzler@bdionline.com.

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ATTENDEE PROFILE
40 senior marketing, sales, compliance and technology leaders

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MODERATOR

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Victor Gaxiola
Customer Advocacy Manager
Hearsay Social

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PANELISTS

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Brad Auerbach
U.S. Industry Lead
Facebook

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Lauren Gerstner
Senior Consultant, Social Media Marketing
Northwestern Mutual

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Will Koch
Digital Marketer, Interactive Assets & Development
Country Financial

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Matt McGivern
Enterprise Account Executive, LinkedIn Sales Solution, Financial Services
LinkedIn

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SPONSOR[push h=”6″]

Hearsay Social provides the Predictive Social Suite for financial advisors and insurance agents across the world’s largest financial institutions, including 7 of the top 10 global financial services companies and leading firms such as New York Life, Raymond James, Vanguard and Penn Mutual. Hearsay Social powers over 100,000 financial relationship managers worldwide, allowing them to engage today’s social, mobile customer through Facebook, LinkedIn, Twitter, Google+, and mobile-first websites. Advisors receive unique client insights through multi-channel signals, and the predictive Content Library makes it easy to share the right content at the right time. Built-in enterprise integration and governance powers compliance and supervision for global firms, seamlessly addressing industry regulations and enforcing policy. To learn more, visit them at www.hearsaysocial.com.

[push h=”15″]ORGANIZER[push h=”6″]

Business Development Institute (BDI), founded in New York City in 2001, is a B2B event agency that specializes in producing invitation-only, thought leadership driven, customer acquisition events that attract our client’s buyers while providing valuable content and networking opportunities for their prospects. What makes BDI different is our 12+ years’ experience generating demand for our sponsors while educating and connecting our attendees. Accelerate is our 10-step demand generation process that fills our customer’s sales pipelines with qualified leads while curating unique thought leadership content. Visit us at www.bdionline.com to check out our events, follow us on Twitter at @BDIonline, and evaluate the social media buzz and live attendee feedback we receive through our #BDI1 Twitter hashtag on Storify.

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